Signals

← Signals

☆VTV

2527 in-universe funds with a nonzero position in VTV within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#3
Score / z13.990 / 20.96
Consensus820.02 over 1580 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+53% / 1.0d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 24,953.9 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10,068.6 6.9% 2 -0.1 pp +6.9 pp +6.9 pp +6.9 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 6,193.9 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 4,083.4 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,536.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2,072.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,973.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,477.5 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,436.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1,368.3 1.6% 2 +0.7 pp +1.6 pp +1.6 pp +1.6 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1,214.9 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1,161.8 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,033.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1,017.9 6.5% 2 -0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 979.0 20.2% 2 -0.5 pp +20.2 pp +20.2 pp +20.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 880.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 844.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 803.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 721.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 696.6 7.9% 2 -0.2 pp +7.9 pp +7.9 pp +7.9 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 681.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 656.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 655.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 619.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 606.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 602.3 4.8% 2 +1.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 598.9 1.0% 3 +0.7 pp +0.7 pp +1.0 pp +1.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 546.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 463.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 448.3 9.2% 2 +0.2 pp +9.2 pp +9.2 pp +9.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 441.7 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 392.5 5.1% 2 -0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 387.3 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 317.5 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 316.1 4.3% 2 +1.5 pp +4.3 pp +4.3 pp +4.3 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 315.1 9.0% 2 +1.4 pp +9.0 pp +9.0 pp +9.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 295.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 283.9 11.5% 2 +0.3 pp +11.5 pp +11.5 pp +11.5 pp
☆Members Trust Co CIK 0001677560 0.939 170 279.5 9.2% 2 +0.0 pp +9.2 pp +9.2 pp +9.2 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 277.0 5.7% 2 -0.0 pp +5.7 pp +5.7 pp +5.7 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 276.1 7.9% 2 +0.0 pp +7.9 pp +7.9 pp +7.9 pp
☆Bell Bank CIK 0001002672 0.895 195 271.6 11.8% 2 +0.2 pp +11.8 pp +11.8 pp +11.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 271.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 270.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 264.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 251.4 20.9% 2 +0.0 pp +20.9 pp +20.9 pp +20.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 240.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 236.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 229.4 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 228.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 218.3 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 209.2 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 207.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 206.3 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 204.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 201.3 10.1% 2 +0.0 pp +10.1 pp +10.1 pp +10.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 201.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 189.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 183.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 180.2 12.1% 2 +0.3 pp +12.1 pp +12.1 pp +12.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 179.9 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 177.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 166.9 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 166.5 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 163.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 161.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 156.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 152.4 1.3% 2 -0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 150.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 149.4 22.5% 2 +0.4 pp +22.5 pp +22.5 pp +22.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 147.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 145.5 14.8% 2 -0.3 pp +14.8 pp +14.8 pp +14.8 pp
☆Saudi Central Bank CIK 0001918181 0.602 505 141.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 140.8 14.1% 2 +0.1 pp +14.1 pp +14.1 pp +14.1 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 135.0 19.0% 1 +19.0 pp +19.0 pp +19.0 pp +19.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 134.5 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 133.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 132.1 8.7% 2 -0.0 pp +8.7 pp +8.7 pp +8.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 130.1 0.8% 3 -0.0 pp -0.2 pp +0.8 pp +0.8 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 129.7 13.5% 2 +0.2 pp +13.5 pp +13.5 pp +13.5 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 128.3 11.1% 2 +0.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 127.0 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 123.2 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 123.0 18.3% 2 -1.0 pp +18.3 pp +18.3 pp +18.3 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 123.0 21.7% 2 -2.5 pp +21.7 pp +21.7 pp +21.7 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 122.2 13.2% 2 -0.2 pp +13.2 pp +13.2 pp +13.2 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 122.1 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 121.5 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 119.7 20.9% 2 -1.3 pp +20.9 pp +20.9 pp +20.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 118.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 117.3 3.7% 2 -3.4 pp +3.7 pp +3.7 pp +3.7 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 114.9 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 111.0 5.0% 2 +0.9 pp +5.0 pp +5.0 pp +5.0 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 109.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆NEPC LLC CIK 0001424799 0.960 53 109.5 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 109.4 6.2% 2 +0.2 pp +6.2 pp +6.2 pp +6.2 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 109.3 6.9% 2 +0.0 pp +6.9 pp +6.9 pp +6.9 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 108.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 104.5 0.8% 4 +0.0 pp -0.0 pp +0.0 pp +0.8 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 102.7 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 102.6 6.4% 2 -0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 100.1 8.4% 2 +0.2 pp +8.4 pp +8.4 pp +8.4 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 99.0 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 97.7 9.9% 2 +0.0 pp +9.9 pp +9.9 pp +9.9 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 96.4 15.9% 2 -0.9 pp +15.9 pp +15.9 pp +15.9 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 90.8 8.7% 2 +0.2 pp +8.7 pp +8.7 pp +8.7 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 90.6 12.1% 2 +1.0 pp +12.1 pp +12.1 pp +12.1 pp
☆Trust Co of Tennessee CIK 0002025098 0.942 8 90.1 19.0% 2 -0.7 pp +19.0 pp +19.0 pp +19.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 88.5 4.9% 2 -0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 88.0 1.3% 2 -0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 87.7 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 87.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 87.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 85.1 8.9% 2 -0.6 pp +8.9 pp +8.9 pp +8.9 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 80.8 11.7% 2 -1.1 pp +11.7 pp +11.7 pp +11.7 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 79.5 9.2% 4 -0.2 pp -1.0 pp -1.0 pp +9.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 79.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 78.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 77.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 76.3 7.9% 2 -0.1 pp +7.9 pp +7.9 pp +7.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 76.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 75.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 75.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 75.0 6.8% 2 -0.7 pp +6.8 pp +6.8 pp +6.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 74.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 72.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 72.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 71.3 3.8% 2 -2.0 pp +3.8 pp +3.8 pp +3.8 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 70.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 69.4 13.2% 2 +0.1 pp +13.2 pp +13.2 pp +13.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 69.4 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 69.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 68.4 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 67.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 67.0 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 66.6 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 66.6 5.5% 2 +0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 66.3 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 65.1 2.8% 2 -0.7 pp +2.8 pp +2.8 pp +2.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 65.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 64.7 6.5% 2 -0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 64.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 62.9 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 62.9 4.2% 2 -0.0 pp +4.2 pp +4.2 pp +4.2 pp
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☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆LRI Investments, LLC CIK 0002023325 0.727 1954 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 2.7 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
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☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 2.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆Invst, LLC CIK 0001867587 0.314 343 2.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆WELCH & FORBES LLC CIK 0000105495 0.837 388 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ADE, LLC CIK 0001845950 0.661 93 2.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 2.6 2.5% 2 -0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 2.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 2.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 2.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 2.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 2.6 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 2.5 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 2.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 2.5 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 2.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 2.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.5 0.9% 3 -0.0 pp -0.3 pp +0.9 pp +0.9 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 2.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 2.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 2.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 2.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 2.4 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 2.4 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 2.4 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 2.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 2.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 2.3 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
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☆Balboa Wealth Partners CIK 0001929008 0.294 476 2.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆TFB Advisors LLC CIK 0001965201 0.232 190 2.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -2.9 pp +0.0 pp +0.0 pp +0.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -3.6 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 -7.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 -5.9 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Chan Zuckerberg Initiative, LLC CIK 0001997453 0.811 1 0.0 0.0% 0 -33.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -1.9 pp -1.8 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Calydon Capital CIK 0001759271 0.373 277 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 -4.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 -4.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 -10.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 -11.4 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 -2.9 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkeley, Inc CIK 0002051965 0.447 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VTV). Qtrs Held counts distinct quarters this fund has actually held VTV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTV position size. Δ columns are the percentage-point change in VTV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status